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Entrylevel Financial Advisor Jobs in Temecula, CA

Wells Fargo

Senior Registered Client Associate

Carlsbad, CA · On-site

  • Medical

  • Life

  • Retirement

  • PTO

Facilitate Financial Advisor and client requests for account related information and/or quotes ... Provide knowledge and systems support to branch personnel and training for entry-level Client ...

Raising Cane's

Restaurant Crewmember

Murrieta, CA · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Vista, CA · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Vista, CA · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Vista, CA · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

All JobsEntrylevel Financial Advisor JobsEntrylevel Financial Advisor Jobs in Temecula, CA

Entrylevel Financial Advisor information

See Temecula, CA salary details

$35.8K

$101.5K

$143.1K

How much do entrylevel financial advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for entrylevel financial advisor in Temecula, CA is $101,471.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $130,100.00 per year, depending on experience, location, and employer.

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

What are popular job titles related to Entrylevel Financial Advisor jobs in Temecula, CA?

For Entrylevel Financial Advisor jobs in Temecula, CA, the most frequently searched job titles are:

What job categories do people searching Entrylevel Financial Advisor jobs in Temecula, CA look for?

The top searched job categories for Entrylevel Financial Advisor jobs in Temecula, CA are:

What cities near Temecula, CA are hiring for Entrylevel Financial Advisor jobs?

Cities near Temecula, CA with the most Entrylevel Financial Advisor job openings:

Entrylevel Financial Advisor jobs near you
Infographic showing various Entrylevel Financial Advisor job openings in Temecula, CA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $101,471 per year, or $48.8 per hour.

Entry-Level Financial Advisor

The Fortitude Team

Murrieta, CA • On-site

Full-time, Part-time

Posted 20 days ago

Job description

Description
The Fortitude Team is seeking motivated, coachable individuals who are passionate about helping others achieve their financial goals. Whether you're beginning your career or looking for a new opportunity, we provide the training, mentorship, and support to help you succeed.
As an Entry-Level Financial Advisor, you'll educate individuals and families on financial strategies, build lasting client relationships, and develop customized solutions based on each client's unique goals. No prior financial services experience is required, we provide comprehensive training and guidance from experienced mentors.
This is a remote opportunity offering flexible full-time and part-time schedules with significant opportunities for personal and professional growth.
Responsibilities
• Meet virtually with individuals and families to understand their financial goals.
• Educate clients on financial planning concepts, retirement strategies, wealth accumulation, and income protection.
• Conduct financial needs analyses and recommend personalized strategies.
• Build and maintain long-term client relationships through ongoing service and support.
• Follow up with prospective clients and schedule virtual appointments.
• Participate in weekly training, mentorship, and professional development sessions.
• Complete required licensing and continuing education.
• Build your business through networking, referrals, and relationship development.
• Maintain accurate client records while adhering to industry compliance standards.
Qualifications
• Strong communication and interpersonal skills.
• Positive attitude with a willingness to learn.
• Self-motivated and goal-oriented.
• Comfortable working independently in a remote environment.
• Passion for helping others achieve financial success.
• Professional, ethical, and dependable.
• Customer service, sales, banking, education, or leadership experience is a plus but not required.
• High school diploma or equivalent.
• Must be eligible to obtain the required state insurance and financial services licenses.

Apply